Objective Advice You Can Trust
The Bucket Approach to Retirement Allocation
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAchieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
Retiring in a Down Market
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByPre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…
Retirement Risk: Inflation Risk
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByInflation is the tendency of prices to rise and money to lose purchasing power over time. It is often referred…
A Midyear Portfolio Checkup in 5 Steps
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWe’re at the halfway point in 2023, and the first half has provided solid market returns after a rather tumultuous…
Market Volatility: What should I do now?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByStock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Panic and Greed: Ineffective Investment Strategies
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…